Chart of the Day: Three Years on Average

Today’s Chart of the Day comes from A Wealth of Commons Sense and shows the number of “bear markets,” years with a 20%+ loss, since World War II. We were awfully close to one in 2022 with a 19% loss.

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Chart of the Day: Every 2.5 Years

Today's Chart of the Day comes from A Wealth of Common Sense and shows the annual returns of the stock market since 1928. There were 69 positive years versus 26 negative years. This results in a negative year on average of every 2.5 years. For the last few years, we’ve become used to a string of consecutive positive ones, which has made it tough to remember that negative ones are a normal course of business.

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Chart of the Day: Real Estate Cancellation Rate

Today’s Chart of the Day is a heads up from @Nickgerli1 on Twitter about the current state of home construction.

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Chart of the Day: Don't Simply Set and Forget

Today’s Chart of the Day comes from an article in the Wall Street Journal, “Bonds Over Stocks: The New 60-40 Portfolio.”

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Chart of the Day: Record Loss for Mutual Funds

Today's Chart of the Day is from Morningstar, and shows that, during 2022, Exchange Traded Funds (aka ETFs) took in an impressive $500 billion in assets, while mutual funds lost a record $1,000 billion.

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Chart of the Day: Don't Wait to Feel Better

Today’s Chart of the Day comes from J.P. Morgan Asset Management.

These charts show the last nine recessions, going all the way back to 1961, including the stock market return, unemployment level, and the market’s lowest point during that time period.

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The Average is Rare

Today’s Chart of the Day from Jeroen Blokland, @jsblockland on Twitter, shows the distribution of one year of returns from the Dow Jones Industrial Average going back to 1900.

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Market Pullbacks

An article from Morningstar has several great charts. (To see them all, click on the link.)

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Real Estate vs. Stocks Over Long-Term

Recently, I was asked, "Should we invest in real estate or stocks?"

Today’s Chart of the Day is the long-term total return of the FTSE Nareit All REITs Index compiled by FTSE Russell company.

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Florida is #1

Today’s Chart of the Day comes from a Wall Street Journal article

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Risk of Stocks vs. Bonds

Today’s Chart of the Day comes from @brianferoldi on Twitter who does a great job of making complex things easy to understand.

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70% Up Over 10 Years

Today’s Chart of the Day comes from OfDollarsAndData.com and shows the percentage of years with positive returns per 10-year spans going back to 1900.

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Speculation is Not as Important as Quality

Today’s Chart of the Day comes from Robert Schiller’s book called Irrational Exuberance, which was summarized by Leandro, @Invesquotes on Twitter.

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A Simple Retirement Formula

A Simple Retirement Formula

Most of us get up and work hard every day so that someday we don’t have to. That day is called retirement. Getting to that point requires you to learn how to manage your money week to week and month to month. Retirement is a whole new game; it requires a lifelong perspective. Your early decisions will impact the next 20 or 30 years. Many people don’t give retirement planning the time it deserves until too late in the game.

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ETFs Are Growing

Today’s Chart of the Day comes from Morningstar Direct and shows the openings and closings of mutual funds vs. exchange traded funds (ETFs) since 2012.

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